MONTESSORI CHILDREN'S HOUSE OF YORK (EIN 232064753) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

SUSAN CHAMI

Phone

7177571331

Tax Period

2024-01-01 to 2024-12-31

MONTESSORI CHILDREN'S HOUSE OF YORK, founded in 1977, is a small nonprofit in the Education sector that reported $683K in total revenue in fiscal year 2024. Expenses of $593K left a modest 13% surplus.

Mission

PRIVATE SCHOOL SERVING CHILDREN AND ADOLESCENTS FOLLOWING MARIA MONTESSORI'S MODEL OF EDUCATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,799

Program Service Revenue $645,735

Investment Income $23,563

Other Revenue $3,194

TOTAL REVENUE $683,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $407,576

Fundraising Expenses $0

Program Expenses $473,614

Other Expenses $185,242

TOTAL EXPENSES $592,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,291	$645,988	+0.1%
Expenses	$592,818	$558,847	+0.1%
Net Income	$90,473	$87,141	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$184,043

Total Directors

$184,043

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALARIE FISHER	OFFICER	50.00	Officer Director	$75,460	$0	$75,460
JULIE SHUMWAY	OFFICER	50.00	Officer Director	$49,728	$0	$49,728
SUSAN CHAMI	PRESIDENT	10.00	Officer Director	$0	$0	$0
HEIDI PERO	OFFICER	20.00	Officer Director	$58,855	$0	$58,855

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$683,291	$592,818	$1,091,275	$90,473
2023	$645,988	$558,847	$960,815	$87,141
2022	$562,805	$504,081	$809,984	$58,724
2021	$531,096	$503,039	$859,714	$28,057
2020	$548,053	$446,618	$784,759	$101,435
2019	$494,426	$561,543	$653,806	$-67,117
2018	$521,183	$538,754	$689,141	$-17,571

MONTESSORI CHILDREN'S HOUSE OF YORK